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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,951 | $549,947-61.6% | $177,848+18.6% | - |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.7%+1.2pp | - |
| Annual return | 18.34% | 10.27%+8.1pp | 48.33%-30.0pp | - |
| Employer contribution / active EE | $25,704 | $3,110+726.5% | $5,919+334.3% | - |
| Participant deferral / active EE | $7,308 | $4,796+52.4% | $7,714-5.3% | - |
| Admin fee / account holder | $15,255 | $57,220-73.3% | $12,431+22.7% | - |